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STON

StoneMor Inc.
STON

Delisted

STON was delisted on the 3rd of November, 2022.

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60 hedge funds and large institutions have $224M invested in StoneMor Inc. in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

43% more call options, than puts

Call options by funds: $229K | Put options by funds: $160K

3% more funds holding

Funds holding: 58 → 60 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less capital invested

Capital invested by funds: $248M → $224M (-$23.8M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
19
Closed
5
Calls
$229K
Puts
$160K
Net Calls
+$69K
Net Calls Change
+$65K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$838K
2
BlackRock
BlackRock
New York
+$223K
3
Verition Fund Management
Verition Fund Management
Connecticut
+$143K
4
JP Morgan Chase
JP Morgan Chase
New York
+$52.8K
5
UBS Group
UBS Group
Switzerland
+$50.8K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$705K
2
State Street
State Street
Massachusetts
-$505K
3
Millennium Management
Millennium Management
New York
-$392K
4
LA
Legacy Advisors
Pennsylvania
-$376K
5
Deutsche Bank
Deutsche Bank
Germany
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Axar Capital Management
New York
$202M – – –
BlackRock
2
BlackRock
New York
$3.83M +$223K +88,747 +6%
Morgan Stanley
3
Morgan Stanley
New York
$3.54M +$4.52K +1,800 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.94M +$838K +333,683 +35%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.17M -$705K -280,631 -23%
Bank of America
6
Bank of America
North Carolina
$1.98M -$33.4K -13,291 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$1.62M -$3 -1 -0%
State Street
8
State Street
Massachusetts
$1.08M -$505K -201,078 -30%
Northern Trust
9
Northern Trust
Illinois
$613K +$6.88K +2,742 +1%
UBS Group
10
UBS Group
Switzerland
$427K +$50.8K +20,251 +12%
Citigroup
11
Citigroup
New York
$391K +$11.5K +4,589 +3%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$372K -$244K -97,152 -37%
BCM
13
Bridgeway Capital Management
Texas
$350K – – –
N
14
Nuveen
North Carolina
$271K -$43.2K -17,224 -12%
Deutsche Bank
15
Deutsche Bank
Germany
$230K -$260K -103,488 -51%
Invesco
16
Invesco
Georgia
$230K -$55.1K -21,956 -18%
Verition Fund Management
17
Verition Fund Management
Connecticut
$228K +$143K +57,070 +133%
WP
18
WealthPLAN Partners
Nebraska
$212K -$1.4K -556 -0.7%
Millennium Management
19
Millennium Management
New York
$193K -$392K -156,292 -65%
Charles Schwab
20
Charles Schwab
California
$179K -$80.4K -32,007 -29%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$178K +$4.42K +1,760 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$106K +$52.8K +21,043 +82%
CFA
23
Carroll Financial Associates
North Carolina
$99K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$90K -$7.81K -3,111 -7%
Wells Fargo
25
Wells Fargo
California
$79K +$11.7K +4,680 +16%
1
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STON Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q4 2021, worth a combined $224M — down 9.6% from $248M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STON positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $838K. The largest seller was Geode Capital Management, cutting an estimated $705K.

  • 60 institutional investors held StoneMor Inc. (STON) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $224M of StoneMor Inc. stock for Q4 2021, down 9.6% quarter-over-quarter.
  • 8 funds opened new StoneMor Inc. positions in Q4 2021 and 5 closed out, a net change of +3 holders.
  • The largest StoneMor Inc. buyer in Q4 2021 was Vanguard Group, an estimated $838K added.
  • The largest StoneMor Inc. seller in Q4 2021 was Geode Capital Management, an estimated $705K sold.

Based on aggregated 13F filings for Q4 2021.